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Shariah-compliant Private Equity and Infrastructure
The client, a Middle Eastern foundation, was looking to enhance the returns of its overall portfolio and chose Private Equity and Infrastructure Equity as suitable asset classes. The client was willing to consider all investment
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Designing a Corporate Private Equity Portfolio
A Belgian corporate was seeking to create a private equity investment unit, making productive use of their strong cash position and bringing potential strategic benefits to the firm.
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Sharia-compliant PE Secondaries
This Middle Eastern wealth manager sought bfinance’s assistance in building a portfolio of Shariah-compliant private equity secondaries. Although the client was intent on accessing globally focused managers with a tilt towards buyouts,
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Focused ODD Assessment, Private Equity
The investor, a German public pension scheme, was conducting a search for a global private equity manager and was in the process of reviewing four finalists ahead of investment. In order to support Operational Due Diligence, they
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Private Equity – Asia Pacific
A German pension fund was seeking to complement an existing private equity allocation in Asia Pacific (APAC) by dedicating EUR50 million to a new mandate. The client was seeking to invest in a pooled direct fund and had a targeted
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Emerging Markets Private Equity
The client, a South African pension fund, was looking to invest up to USD200 million in private equity with exposure to Emerging Markets and was particularly interested in focusing on opportunities in the Asia Pacific (APAC) region.
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Private Equity Fund of Funds
An Italian Pension Scheme seeking to allocate EUR 100mn to a private equity solution that would generate a net IRR above 7% per year, investing across private equity primary fund investments, secondaries and co-investments through a
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Diversified Private Markets
An Asian institutional investor was seeking to invest US$200 million in a segregated mandate which provided diversified exposure across a range of private markets strategies and assets, including: private equity (>30%), infrastructure
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Private Equity / Infrastructure Blend
An Asian institutional investor was seeking to invest US$200-300 million in segregated fund-of-funds mandate that included exposure to both private equity (>80%) and value-add infrastructure (20%), with a target net return of 16-20% in
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Private Equity, Regional Impact
A leading UK corporate pension plan was contemplating an investment in a manager’s second infrastructure fund, having already invested in the first. Although the manager was offering an extremely compelling fee discount to first-close
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Mid-Market Buyout Private Equity
A Swiss public pension plan was looking to invest in a mid-market buyout manager. Preferences: >EUR500m fund size, Fund IV onwards. Returns objectives: 10% - 15% net IRR. They were ideally looking for exposure to three continents (US,
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Infrastructure debt
A UK corporate pension plan was seeking to invest £200 million in infrastructure debt in the UK/Europe, using one or multiple managers. Both pooled funds and SMAs were considered, with an absolute return target of
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